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Distance Only Concord, CA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Karry Maciak (CRD# 4332863) is an Investment Advisor Representative working at Lpl Financial LLC in Concord, CA and has over 23 years of experience in the finance industry.
Michael Martin (CRD# 2846110) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 27 years of experience in the finance industry.
Alison McClure (CRD# 4251556) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 23 years of experience in the finance industry.
Richard McDaniel (CRD# 1111710) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Concord, CA and has over 17 years of experience in the finance industry.
Kevin McGregor (CRD# 2540872) is an Investment Advisor Representative working at Avantax Advisory Services in Concord, CA and has over 29 years of experience in the finance industry.
David McWilliams (CRD# 2762832) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Concord, CA and has over 27 years of experience in the finance industry.
David Medina (CRD# 5002637) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Concord, CA and has over 12 years of experience in the finance industry.
Carl Meier (CRD# 1034987) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Concord, CA and has over 41 years of experience in the finance industry. Carl Meier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Omar Mercado (CRD# 4703112) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 10 years of experience in the finance industry.
Geoffrey Mettler (CRD# 2429159) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Concord, CA and has over 26 years of experience in the finance industry.